Browsing Tag
Fred Reish
47 posts
Fiduciary Rule Update: Hearings, Lawsuits and Compliance Prep
With just 3 months until the DOL’s Retirement Security Rule is scheduled to become effective, here’s a look at some of the latest developments
Fred Reish Unpacks the DOL’s New Fiduciary Rule
Noted ERISA attorney Fred Reish Esquire, Partner at Faegre Drinker, shares his thoughts on some of the rule’s…
First Public Look at New DOL Fiduciary Rule Coming Soon
White House OMB review winding down for controversial rule covering rollover advice; comment period could start as soon as this week
New DOL Fiduciary Rule Under OMB Review; Gets Bashed by Insurance Trade Groups
While actual text of proposed fiduciary rule delivered to OMB late Friday won’t be made public for about a month, groups say it “will hurt working families’ ability to save for retirement”
DOL Fiduciary Rule Update with Fred Reish
Fred Reish discusses retirement plan-to-IRA rollover recommendation made by an advisor who is a fiduciary to a plan or participant constitutes a fiduciary act, necessitating the use of Prohibited Transaction Exemption 2020-02.
Reish Highlights ‘Remarkable’ Government Incentives in SECURE 2.0
Speaking at the Qualified Plan Fiduciary Summit Tuesday, the noted ERISA expert pointed out some attractive incentives intended to spur small 401(k) plan startups
Advisors Unprepared for New 401k Rollover Rules
'A rollover recommendation has to be disclosed as a conflict of interest,' says ERISA expert Fred Reish
Fred Reish Fears Advisor PTE Preparedness: Broadridge Fi360 Conference
The DOL 'could go so far as to say every one of your rollover recommendations was a prohibited transaction'
3 Major Spring Retirement Industry Events: The Highlights
Some of the biggest live events in the retirement industry are set for April and May. Here’s a look at what’s on tap
DOL to Act on Credit Rating Use in 401k Fiduciary Decisions
Should credit ratings be used by fiduciaries when making investment decisions for retirement plans? As a result of…